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Trusts & Estates

The death of a family member or loved one is stressful enough without the added anxiety of addressing the many federal and state laws that impact the beneficiaries and the decedent’s estate.

Planning matters. Capell Barnett Matalon & Schoenfeld’s trusts and estates-focused lawyers work with clients to draft appropriate documents to maximize asset preservation, minimize tax consequences, and ensure each estate is distributed according to each client’s wishes. Our attorneys counsel executors, administrators, and trustees on navigating the tax and legal aspects of administering an estate and, as needed, in negotiating or litigating disputes and claims.

When no will exists, Capell Barnett Matalon & Schoenfeld’s attorneys guide a decedent’s family and heirs through the various intestacy laws to mitigate potential complications and depletion of assets during the estate administration process.

Trusts & Estates

Why estate planning matters

A well-designed estate plan can preserve assets and minimize potential tax exposures while meeting your specific goals. Capell Barnett Matalon & Schoenfeld’s estate planning attorneys work alongside you to:

  • draft wills;
  • identify appropriate wealth transfer vehicles to meet planning goals;
  • design living and revocable trusts;
  • create powers of attorney, statutory gift riders, living wills, and healthcare proxies;
  • plan gift-giving to reduce estate taxes;
  • secure marital deduction protections; and
  • tax planning for Individual Retirement Accounts and other vehicles.